Investments Advisor
2 days ago
The Opportunity: The licensed assistant plays a key role in supporting our corporate advisors by handling administrative tasks, client service, and account management. This individual must hold relevant securities licenses (e.g., CSC, CPH, WME...) and work closely with clients to ensure a smooth and professional experience. The ideal candidate is detail-oriented, highly organized, and comfortable managing a range of tasks in a fast-paced financial services environment. Client Support Act as the first point of contact for clients, answering questions and addressing service needs. Assist with account maintenance, such as updating client information, processing requests, and executing transactions. Schedule and coordinate client meetings, preparing necessary documentation and reports. Respond promptly to client inquiries via phone, email, or in-person interactions, ensuring excellent customer service. Administrative Tasks Manage the advisor's calendar, including scheduling meetings, client appointments, and conference calls. Handle incoming correspondence, prioritize, and distribute to the appropriate team members. Maintain accurate client records in CRM systems, ensuring compliance with regulatory requirements. Prepare client reports, statements, and presentations for meetings. Compliance and Documentation Ensure that all documentation is properly filled out, signed, and filed in compliance with regulatory standards. Stay updated on regulatory changes and work with the compliance department to ensure adherence. Assist in preparing for audits and regulatory reviews. Account Management Process account openings, transfers, and updates. Handle the submission of trade orders under the direction of the investment advisor. Monitor account activities to ensure timely and accurate execution of orders and instructions. Financial Planning Support Assist the advisor in developing and preparing financial plans, portfolio reviews, and investment proposals. Gather and organize financial data and research for advisor review. Support in preparing investment reports and analysis for clients. Team Collaboration Collaborate with other team members to ensure client needs are met in a timely and professional manner. Provide backup assistance to other administrative staff when needed. Job Requirements: An undergraduate degree is strongly preferred Previous experience in a similar role, preferably within the financial industry. Expert proficiency in Microsoft programs (MS Outlook/Teams/Word/Excel/PowerPoint) Fluent in CRM/Salesforce and Power BI is an asset Exceptional organizational and time management skills. Excellent verbal and written communication skills Strong attention to detail and ability to prioritize tasks effectively. Proven ability to work in a team environment. Discretion and the ability to handle sensitive information with integrity Knowledge of financial terminology and concepts is a plus, but not required. Ability to build effective partnerships. Unwavering curiosity and a passion for learning
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Investment Advisor
4 days ago
Ahuntsic North, Canada Collabera Full timeThis is with one of our financial client. We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services...
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Investment Advisor
4 days ago
Ahuntsic North, Canada Collabera Full timeThis is with one of our financial client. We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services...
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Investment Advisor
4 days ago
Ahuntsic North, Canada Collabera Full timeThis is with one of our financial client.We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services...
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Investments Advisor
4 days ago
Ahuntsic North, Canada Compunnel Inc. Full timeThe Opportunity: The licensed assistant plays a key role in supporting our corporate advisors by handling administrative tasks, client service, and account management. This individual must hold relevant securities licenses (e.g., CSC, CPH, WME...) and work closely with clients to ensure a smooth and professional experience. The ideal candidate is...
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Investment Advisor
4 days ago
North Census Division, SK, Canada Collabera Full timeThis is with one of our financial client. We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services...
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Investment Advisor
2 days ago
North Census Division, SK, Canada Collabera Full timeThis is with one of our financial client. We are seeking a Licensed Assistant II to support Corporate Advisors by managing administrative tasks, client service, and account operations. This role is ideal for a detail-oriented professional with securities licensing who enjoys working closely with advisors and clients in a fast-paced financial services...
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Member Banking
1 day ago
North Vancouver, Canada Coast Capital Savings Full timeA member-owned financial institution in North Vancouver seeks a Financial Advisor to enhance customer experiences through personalized banking services. The ideal candidate will have at least three years of experience in a financial setting, strong customer service skills, and a Certificate in Investment Funds in Canada. You will achieve sales targets by...
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Member Banking
24 hours ago
North Vancouver, Canada Coast Capital Savings Full timeA member-owned financial institution in North Vancouver seeks a Financial Advisor to enhance customer experiences through personalized banking services. The ideal candidate will have at least three years of experience in a financial setting, strong customer service skills, and a Certificate in Investment Funds in Canada. You will achieve sales targets by...
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Licensed Assistant II
4 days ago
Ahuntsic North, Canada Robertson & Company Ltd. Full timeJob Title: Licensed Assistant II Location: Onsite – 55 Metcalfe Street, Suite 910, Ottawa, ON Work Model: In-Office (5 days/week) Start Date: February 10, 2026 Contract Duration: Until September 13, 2027 (Maternity Leave Coverage) Employment Type: Full-Time, Contract About the Role We are seeking a Licensed Assistant II to support corporate advisors within...
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Investments Administrator
2 weeks ago
North York, Canada iA Groupe financier iA Financial Group Full time**PPI company overview**: **PPI (an independent subsidiary of iA Financial)** is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with...
